AWA
ISCF icon

Amplius Wealth Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Amplius Wealth Advisors’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,575
Closed -$295K – 166
2023
Q2 		$295K Buy
9,575
+76
+0.8% +$2.37K 0.04% 126
2023
Q1 		$295K Buy
9,499
+171
+2% +$5.31K 0.04% 125
2022
Q4 		$280K Buy
+9,328
New +$269K 0.04% 122

Other funds holding ISCF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Amplius Wealth Advisors's ISCF Position: Q3 2023 in Review

Amplius Wealth Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q3 2023, closing a stake of 9,575 shares — an estimated $295K sold.

Amplius Wealth Advisors first reported a position in ISCF in Q4 2022 and held it in 3 quarters. The position peaked at $295K in Q2 2023. 86 funds tracked by Wall St. Rank hold ISCF as of Q3 2023.

  • Amplius Wealth Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 9,575 iShares International Small Cap Equity Factor ETF shares in Q3 2023, an estimated $295K.
  • Amplius Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 3 quarters.
  • Amplius Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $295K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2023.

Based on Amplius Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.